Welcome to On Watch, a quarterly publication by Sentinel Trust Company designed to spotlight wealth management issues, trends, and opportunities relevant to ultra-high-net-worth families and their businesses.

Sentinel On Watch, October 2016

On Watch

October 2016 | Volume 7, Issue 2

Sentinel Trust Company provides custom integrated planning, investment, fiduciary and administrative solutions to affluent families and their closely held businesses and entities.

In this issue:

Cash as an Asset Class”
by M. Taylor Scott, CFA

The Downside of UTMA Accounts”
by Anne-Lise Wiegand, CPA

What’s Yours is Yours, and What’s Mine is…Yours?”
by Katherine J. Slater, JD